Senior Investment Strategist

3 hours ago

Manila, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000
Portfolio Management Role

To outperform relative benchmarks in managing clients' investment portfolios, a discretionary mandate is given. Transactions must be in accordance with applicable model portfolios, equity strategies, regulations, operational processes, and internal policies. Client-approved IPS or investment guidelines are strictly observed to achieve client investment objectives.

Key Responsibilities
  • Manage client portfolios and develop effective strategies
  • Prepare materials for fund performance reviews with clients
  • Monitor and review the performance of assigned accounts
  • Support Relationship Managers by serving as a resource person during client meetings
  • Evaluate and ensure compliance with ERTF Model Portfolios and various equity strategies
  • Evaluate and ensure compliance with client-approved IPS or investment guidelines

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